Products

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios. Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products. By organizing and structuring that data, investors can easily navigate within their overlapping layers. This innovative perspective combined with modern data

Sonaria RFID Software is a single platform that can track and manage virtually any element in an operation’s value chain. Only SONARIA brings together AIDC, IoT and Blockchain technologies, seamlessly, to deliver true business transformation.

Pontera has developed a fintech platform that works across account types and integrates with leading portfolio management software, enabling advisors to protect client data and ensure clients retain ultimate control of their accounts.

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand re

Finna is an all-in-one operating system for Investor Relations departments. It streamlines IR processes, enhances investor engagement, and ensures regulatory compliance. Key features include an AI-powered Investor Assistant, CSRD Compliance Suite, IR Website Management, and advanced analytics tools. Finna empowers IR professionals with cutting-edge technology to manage investor communications, reporting, and data analysis efficiently.

Envestnet’s Wealth Management Platform offers capabilities that can be configured to match client demands by serving as the central point of your wealth-management ecosystem—connecting our comprehensive data, solutions, and technology with your needs.

Clockwork Universe powers investors to centrally track alternatives and everything else. Our technology and team approach integrates investment content, email and documents alongside transaction data and siloed private information sources. With a focus on private alternatives as the most challenging investments to monitor, we cover all asset classes to address a large, growing need in global capital markets. Today, Clockwork provides investors with real-time, consolidated views of $6B+ of invest

We are a “Bloomberg for private markets”: we help Asset Owners such as Single Family Offices, Endowments, and Foundations monitor their portfolios of private markets funds via a combination of Data Management services and a Portfolio Monitoring System.

We are a “Bloomberg for private markets”: we help Asset Owners such as Single Family Offices, Endowments, and Foundations monitor their portfolios of private markets funds via a combination of Data Management services and a Portfolio Monitoring System.

InvestorHub is an investor marketing solution that helps ASX companies measurably increase investor demand. Get more investors, build stronger investor relationships, and execute corporate transactions with effortless simplicity

Chronograph is a provider of advanced portfolio monitoring, reporting, and analytics solutions tailored for private capital investors. Designed by experienced private equity professionals, Chronograph's platform offers unparalleled transparency and insight into private capital portfolios, enabling investors to manage and analyze their investments with unprecedented detail and efficiency. Key Features and Functionality: - Comprehensive Data Integration: Chronograph unifies data from various sou

Investor relations CRM for founders navigating relationship heavy VC and Angel equity based fundraising. Helping to manage and track relationships easily by allowing an instant view of relationships in need of catching up, setting reminders split by general keep warms, and date specific critical follow ups. Plus other features to support such as Database of 5,500+ early stage investors (Angels, Family offices, Solo VCs, and multi stage funds) and term sheet visualisation tool enabling an abili

Free Reservation Software for restaurants and restaurant recipes management software

Di-Freeze is a Laboratory stock management software that fully reproduces your storage locations, it keeps each inventory record up to date, previews the usage history & tracks the amount of storage space available for your clinical trials.

Elevate Your Fund Management with Ark At Ark, we're committed to streamlining operations and enhancing investor reporting for private fund managers and asset service providers. Our cloud-based platform is designed to expedite fund operations and raise up investor reporting, ensuring you can focus on what matters—growing your investments. Why Choose Ark? -No Implementation Fees: Get started today with no upfront costs. -Quick and Configurable Setup: Easily tailor the platform to your specific n

The application development platform that’s purpose-built for financial markets. Building high-performance applications for the financial markets is complex. Genesis simplifies the process with a full-stack development platform based on a low-code framework. Genesis comes with all the tools and components needed to build impactful applications with great UX. Rapidly create full-stack applications within any IDE, using a type safe, debuggable low-code framework combined with standard Kotlin, Ja

The WOWS Investment Portal is an integrated platform connecting startups, SMEs, and investors to streamline capital raising and facilitate equity management. It offers an investment ecosystem that links companies with a global network of investors for primary and secondary equity raises, enabling investor matching and maximizing returns through valuable insights and co-investor connections .

1Token is the all-in-one financial software for crypto institutions, supporting 20+ Blockchains, 100+ Defi protocols, and 80+ CeFi & traditional trading venues. Currently, 1Token software supports all crypto assets in CeFi and DeFi, including spots, futures, options, fixed / variable income products, SAFT, POW/POS mining, staking/yield farming, NFT etc., as well as traditional assets such as stocks / FX / ETFs etc. 1Token's institutional clients spread across all verticals of crypto-financ

WeInvest (Planar) is an end-to-end Wealth Solution provider to Banks, Wealth Managers, Family Offices and HNIs. Large tier-1 banks like OCBC (Singapore), Kasikorn Bank (Thailand) and Mashreq Bank (UAE) are using our solution to offer wealth advisory services to their retail and mass affluent customers. Please refer to our website (https://weinvest.net/) for more details.

The market-leading SaaS wealth management solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button.